Todd Cour
Todd Cour is a registered investment advisor at Buena Vista Investment Management LLC, based in Wisconsin Rapids, WI, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 77 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.15% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are custom/negotiated. The total fee charged to the client will not exceed 2.0% of AUM.
Fee Estimator
Location
478 East Grand Ave, Suite 202, Wisconsin Rapids, WI, 54494
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2019Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Todd sells life insurance and fixed, immediate, and index annuities since 2012. This activity takes a few hours per week, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Buena Vista Investment Management LLC
Previous Registrations
Buena Vista Investment Management LLC
Cour Financial LLC
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Onyx Wealth Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.